The TAG Planning Process The TAG Planning Process was created to not only uncover your goals, but to help better understand how important events impact you, your family and/or your business. This process creates an environment in which we discover what is most important to you, aligning our recommendation to address your unique needs and goals. Our planning tools will help you visualize and discover where you are today in relation to your long-term goals, and create a tailored road map to help make your dreams a reality.The TAG Planning Process also allows us to visualize your situation, and have engaging "what-if" conversations regarding your plans. Your needs will evolve, and your TAG Team will be here to provide proactive advice through our continuous planning engagement.Together, we will plan for the important events in your life, while also planning for the unexpected. This is our purpose and our commitment to you.